Anthony Lugo-Garcia

Anthony began his career in financial services in 2014. Prior to joining Mercer Advisors in 2024, he held advisor positions at large independent RIAs in the Bay Area, working with tech professionals, executives, and business owners. He is a both a CERTIFIED FINANCIAL PLANNER™ Professional and a Certified Exit Planning Advisor. Anthony has a passion for helping families make good financial decisions and managing the complexity of their wealth. He gives back to low income and immigrant families with pro bono advising each month through the nonprofit Advisers Give Back. Outside of work he enjoys tinkering on vintage cars and motorcycles, film photography, and traveling with his family.